Edward Jones - Financial Advisor: Kyle S Bernhardt - Fort Morgan, Colorado

Introduction to Kyle S Bernhardt - Edward Jones Financial Advisor

If you're seeking guidance on your financial future, Kyle S Bernhardt, an esteemed Financial Advisor affiliated with Edward Jones, stands out as a trusted resource. Located at 606 Grant St, Fort Morgan, CO 80701, Kyle can be reached directly at 970-542-6401. For those intrigued by his expertise, his professional profile is available here on the Edward Jones website.

Key Characteristics and Services

Specialties: Kyle offers a comprehensive range of services including but not limited to Financial Consulting, Finance Brokerage, Investment Services, and Stock Broking. His approach is personalized, ensuring each client's unique situation is addressed with intelligence and insight.

• Financial Consultant
• Finance Broker
• Investment Service Provider
• Stock Broker

Accessibility and Appointments

For individuals visiting Kyle in person, the Edward Jones office at Grant Street is wheelchair accessible, featuring a designated parking lot and restroom facilities. Kyle recommends scheduling appointments to ensure personalized attention, highlighting the importance of planning ahead in financial matters.

Client Opinions and Average Rating

Client satisfaction with Kyle and his team, Marsha, is notably high. With 5 reviews on Google My Business, the average opinion stands at a commendable 4.2/5. Testimonials echo a consistent theme of professionalism, personal touch, and expert knowledge, suggesting an advisor who not only understands the market but also prioritizes client relationships.

Recommendation

Given the positive feedback and Kyle's impressive track record, it's clear he's a valuable asset for anyone looking to navigate the complexities of financial planning. Whether you're beginning your investment journey or seeking to optimize your current portfolio, Kyle S Bernhardt of Edward Jones is well-equipped to guide you towards your financial goals. We highly recommend visiting his website or contacting him directly through his office number or this link: Edward Jones' profile page. Don't wait; your financial future is better invested today.

This structured approach not only provides a comprehensive overview of Kyle S Bernhardt but also underscores the importance of reaching out to him for personalized financial advice. Remember, the earlier you start, the more benefits you can reap from your investments.

👍 Reviews of Edward Jones - Financial Advisor: Kyle S Bernhardt

Madison N.

5/5

My husband, sister and I have all been using Kyle for years. Kyle and Marsha are an A + team! He is very professional, very personal to each and every situation, very intelligent, and is always able to answer any questions or concerns we have. We would HIGHLY recommend investing your money here. The earlier the better. Every day counts. The only regret you'll have is that you didn't start investing with him sooner.

Lorie B.

5/5

I have found Kyle to be highly professional and educated in dealings with him about my finances. He helped me to figure out a way to be able to retire much earlier than I originally thought I could. Likewise, Kyle has really helped my money to grow. I have found him to be honest and highly competent as my financial advisor. I highly recommend him to anyone in Morgan County!

Fawn M.

1/5

My family gifted me shares through Kyle and I know very little about how trades work. Instead of informing me that I could borrow money against the shares that I wouldn't have to pay back (except the interest) he basically informed me my only option was to keep them or sell them. He tricked me. He knew I knew very little about how everything worked and even after 4-5 telephone calls he failed to mention I had the option of a margin loan. Instead he, as my FINANCIAL ADVISOR, assisted me in selling these shares. My family put those shares there to help me as I was struggling. Why instead he advised that if I needed the money I'd have to sell my shares INSTEAD of the margin loan was an absolute FAIL on his part. I would NOT recommend using Kyle as he was dishonest and withheld information that should absolutely shared with me, the client. He's made excuse after excuse but I see NO excuse why the margin loan wasn't discussed. He made decisions FOR me instead of giving me options.

Tom G.

5/5

Awesome

Matt M.

5/5